# Customer reply checklist

A reusable working template from KnowSales. Fill in your own facts; this is not a customer case or a promise of results.

## Inputs
- Customer identity and original question:
- Current conversation date:
- Product/model/configuration:
- Source document, version, date and exact supporting passage:
- Relevant earlier communication and its date:

## Prepare
1. Separate confirmed facts, customer requests and assumptions.
2. Check that each source applies to this customer and configuration.
3. Draft a reply in the customer's language.
4. List missing specifications, sample tests, prices, delivery dates and service commitments separately.
5. Ask for the next piece of information needed to move forward.

## Review before sending
- [ ] Customer identity and context match.
- [ ] Every factual claim has a current, relevant source.
- [ ] No unsupported price, delivery, compatibility or service promise.
- [ ] Draft and internal notes are clearly separated.
- [ ] A person has reviewed and approved the message.

## Keep for the next conversation
- Useful reusable knowledge:
- Customer-specific activity and date:
- Next action, responsible person and timing:
- Facts still awaiting confirmation:

Save reusable product knowledge separately from one customer's history. Share only material you are authorized to share. Review saved AI content before publication.

Try the guided task: https://knowsales.ai/home?guide=1&lang=en